EPCRS - case studies

Session Date: 
May 10th, 2017 - 11:10AM12:25PM


This session will review a series of case studies or vignettes to highlight how the EPCRS program works and planning opportunities available in correcting plan qualification errors.

After this session attendees will:

  • Understand the rules regarding plan corrections
  • Learn planning opportunities available in making plan corrections

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Deborah Walker CPA, MBA, National Director, Compensation and Benefits, Cherry Bekaert LLP, Tysons Corner, VA 32, 40, 76, 208
Tom Pevarnik J.D., LL.M., Managing Director, Deloitte Tax LLP, Washington, DC 18, 32, 76
Jennifer Lehman CPA, CGMA, COO and A&A Partner, Hantzmon Wiebel LLP , Charlottesville, VA 32, 76, 103, 205

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2